JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Parsippany / Boonton - New Jersey
$48K
Parsippany, NJ +1 · Full-time · Posted Jul 28, 2026
- Location
- Parsippany, NJ
Boonton, NJ - Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning and personalized investment advice to individuals and families, building client relationships and a book of business.
What you'll do
- Build a book of business and deliver personalized investment solutions through relationship management.
- Provide holistic financial coaching and educate clients on investment technology and digital banking channels.
- Support teammates and bank goals while acting with integrity and fostering diversity.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, relationship management, and working with key partners; ability and commitment to goals-based planning and advice.
- Valid and active Series 7.
- Valid and active Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses, or obtain them within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Pay
$47,520.00-$47,520.00 USD base salary (Parsippany, NJ); $47,520.00-$47,520.00 USD base salary (Boonton, NJ)
Model-written summary · the original posting is authoritative